EDITORIAL & OPINION — COMMENTARY — Platinum undervalued

Some observers are questioning whether platinum prices can rise much above what they are today. Platinum reached a low of US$336.40 per oz. in October 1998 but since that time has traded between US$340 and US$385.

While platinum has fluctuated, some observers have overlooked the fact that platinum reached US$429 per oz. as recently as April of last year. From a longer-term perspective, platinum is not far above US$330, the lowest levels it has seen in the past decade. Furthermore, prices have been as high as US$556 in the past 10 years.

Platinum can be viewed as undervalued at present levels, and fundamental and technical factors suggest that prices are poised to move higher. The lack of Russian supplies is perhaps the most important influence on platinum prices right now.

Other fundamentals remain strong. Fabrication demand continues to expand and appears to be picking up steam this year. Investment demand also remains strong, with investors buying large amounts of platinum coins and bars over the past two years.

The preceding appeared in Platinum Investment Focus, a publication of metals analysts CPM Group.

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